Enhance customer relationship management by integrating CRMs with account activity, providing a comprehensive view of customer interactions, and empowering your team with valuable insights for personalized service and improved relationships.

  • Consolidate customer data in 1 place for easy management
  • Enhance data collection with detailed payment and rewards activity


Segment is a customer data platform that enables businesses to collect, clean, and action their unique customer data.


Marketo is a marketing automation platform that helps businesses capture leads, boost engagement, and drive revenue.